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BRYANT PARK CAPITAL OVERVIEW
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I. OVERVIEW OF BRYANT PARK CAPITAL
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Established in 1991 Member FINRA/SIPC
OVERVIEW OF BRYANT PARK CAPITAL
A Comprehensive Suite of Investment Banking Services
Sell-side Advisory
Buy-side Advisory
Fairness Opinions
Leveraged Buyouts and Management Buyouts
Defense Advisory
Take Private Transactions
Recapitalizations and Spin-offs
Equity Placements for Privately Held Companies
PIPE Transactions (Private Investment in Public Equity)
Mezzanine/Subordinated Debt Placements
Senior Debt Placements
Public Offering and High Yield Advisory Services
Reorganizations and Restructurings
Strategic and Financial Advisory and Business Planning
ESOP Funding and Valuations
Business Valuation
Mergers & Acquisitions Strategic Advisory Capital Raising
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OVERVIEW OF BRYANT PARK CAPITAL
Advisory Services Throughout the Business Lifecycle
GENESIS GROWTH STABLE MATURITY
BPC Services
Equity Early Stage VC Late Stage VCIPO Advisory
Follow-On AdvisoryPIPE
Private Equity
Debt N/A ABL, Senior Debt, Convertible Debt
ABL, Senior Debt, CF Debt
ABL, Senior Debt, CF Debt,
Senior Debt - 2nd Lien/Subdebt
M&A N/A N/A Buy-Side M&AFairness Opinion
Buy-Side M&ASell-Side M&A
Fairness OpinionOther N/A Advisory
Strategic PartnershipAdvisory
Strategic PartnershipRecapitalization
Restructuring
TIME
REV
ENU
E
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OVERVIEW OF BRYANT PARK CAPITAL
Wide Range of Experience
Bryant Park Capital typically focuses on the following industries and their related sub-sectors:
Business & Financial Services Consumer & eCommerce
Healthcare & Biotechnology Industrial & Transportation
Natural Resources Technology, Media & Telecommunications
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OVERVIEW OF BRYANT PARK CAPITAL
Transactions by Industry
Completed by BPC Professionals Completed at BPC
283 Transactions
OtherTechnology, Media & Telecom
Natural Resources Industrial & Transportation
Healthcare & Biotech
Consumer & eCommerce
Business & Financial Services
120 Transactions
OtherTechnology,
Media & Telecom
Natural Resources
Industrial / Transportation
Healthcare & Biotech
Consumer & eCommerce
Business & Financial Services
Historical Transactions by BPC ProfessionalsBusiness & Financial Services 39Consumer & eCommerce 39Healthcare & Biotech 51Industrial & Transportation 43Natural Resources 13Technology, Media & Telecom 86Other 12
283
Historical BPC TransactionsBusiness & Financial Services 19Consumer & eCommerce 20Healthcare & Biotech 11Industrial & Transportation 24Natural Resources 6Technology, Media & Telecom 39Other 1
120
Total Transaction Value Over $70 Billion
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OVERVIEW OF BRYANT PARK CAPITAL
Mergers & Acquisitions - Representative Transactions
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OVERVIEW OF BRYANT PARK CAPITAL
Capital Raising - Representative Transactions
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BRYANT PARK CAPITAL
Alternative “Go Public” Financing Strategies
Portfolio Co.
Market Makers
Research/Sponsorship
SEC Legal Counsel
Investor Relations
Shell/ SPAC
Sponsors
Accounting
PIPE Investors Brokers/Dealers
Portfolio Co.
Portfolio Co.
Portfolio Co.
Board Members
Sarbanes Oxley Compliance
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OVERVIEW OF BRYANT PARK CAPITAL
Cross-Border Expertise
BPC has significant cross-border transaction experience
BPC has worked on 30 cross–border transactions since 2000 aggregating over $3.0 billion
BPC’s partners are fluent in 5 languages
BPC is a founding member of The Concilio Network - an international network of independent middle market investment banking firms
Network consists of seven European and North & South American based middle market investment banks, including BPC
BPC is affiliated with another investment bank, located in Spain
BPC’s international presence and cross-border experience enables its clients to benefit from:
The Concilio Network’s long standing professional and personal relationships
Members’ significant experience in senior positions with some of the world's leading financial institutions
High level, simultaneous representation across Europe and North America
Local presence to understand unique characteristics of foreign markets
Guidance of experienced senior professionals with meticulous attention to detail on a global scale
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OVERVIEW OF BRYANT PARK CAPITAL
International Reach
The Concilio Network:
Copenhagen, Oslo & Stockholm Korral Partners A/S
London
Korral Partners Ltd The Rushton Partnership
Milan
Bycsa M&A S.A.R.L.
Munich & Hamburg Dohr Capital
Paris
Aristea S.A
Nassau & Montevideo Winterbotham Bank & Trust Company
Other Affiliates:
Barcelona & Madrid Alta Partners
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OVERVIEW OF BRYANT PARK CAPITAL
Experience Beyond Investment Banking
Knowledge is different than wisdom
Bryant Park Capital’s wide range of experience and perspective gives our clients a unique advantage in that we understand the major issues that management and Boards face in trying to execute a successful transaction
We have helped create shareholder value from all vantage points:
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OVERVIEW OF BRYANT PARK CAPITAL
Why Work With Bryant Park Capital?
Special expertise for small as well as large complex transactions
Proven expertise in transaction execution
Operating company experience
Bulge bracket investment banking experience
Process management experience (accounting, SEC, SOX)
Insight into and assessment of all relevant issues
Management and Board objectives, market conditions and regulatory issues
Experienced in making subjective valuation judgments
Skill set and professionalism generally not associated with a firm of our size or focus
Completed M&A transactions totaling approximately $50.3 billion in value for transactions ranging in size from $10 million and up
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OVERVIEW OF BRYANT PARK CAPITAL
Bryant Park Capital’s Distinguishing Characteristics
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OVERVIEW OF BRYANT PARK CAPITAL
Building Long-Term Client Relationships
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OVERVIEW OF BRYANT PARK CAPITAL
The Bryant Park Capital Team – Managing Directors
Joel Magerman, Managing Partner and Chief Executive Officer
Managing Partner, Private Equity, Associated Venture Management Corp. Senior Vice President, Corporate Development, Sales and Marketing, FCA International Ltd. (acquired
by NCO Group) Founder and President, Structured Financial Capital Founder and Board Member, Odyssey Golf Director, Finance and Technology, Citicorp Diners Club B.A., University of California Los Angeles; M.S., University of Pennsylvania Board of Trustees, Germantown Academy, Maccabi USA
Michael Lyall, Managing Director
Director and Head of Corporate Finance, Laidlaw Holdings
Partner, American Acquisition Company
Executive Vice President, Hoare Govett
Vice President, The Chase Manhattan Bank
M.B.A., Harvard Business School
M.A., Oxford University
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OVERVIEW OF BRYANT PARK CAPITAL
The Bryant Park Capital Team – Managing Directors
Volfi Mizrahi, Managing Director
Vice President, Mergers & Acquisitions with focus on technology, telecommunications and life sciences, Robertson Stephens
M.B.A., Harvard Business School
M.S. Electrical, M.S. Biomedical Engineering, University of Pennsylvania
B.S., The Wharton School, University of Pennsylvania
B.S., Biomedical Engineering, University of Pennsylvania
Kurt Bermond, Managing Director
Associate, Inverness Management LLC, a private equity firm with over $400 million in committed capital
Analyst, Merrill Lynch & Co, Mergers & Acquisition Department
B.B.A., Finance & Business Honors, The University of Texas at Austin
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OVERVIEW OF BRYANT PARK CAPITAL
The Bryant Park Capital Team – Managing Directors
John R. Poeta, Managing Director
Founder and Managing Principal, Clear Vision Capital Partners
Adjunct Professor of Management, Drexel University (2007)
Founder & President, PM Securities & Senior Vice President, Phoenix Management Services, Inc.
Managing Director, Griffin Financial Group, LLC, a wholly-owned subsidiary of Stevens & Lee, PC
Shareholder, Stevens & Lee, PC
Partner, Mesirov Gelman
Vice President, Philadelphia Chapter, Turnaround Management Association (2002-2007)
Vice Chair, Board of Directors, Upper Main Line YMCA, Inc. (2003-2008)
LL.M (Tax Law), Temple University School of Law, JD, Rutgers University School of Law – Camden
BS, Gettysburg College
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OVERVIEW OF BRYANT PARK CAPITAL
The Bryant Park Capital Team – Vice Presidents
Randolph Chao, Vice President
Associate, Fairmount Partners, Mergers and acquisitions with a focus on middle market companies
Associate, Children’s Hospital of Philadelphia, Strategic and Business Development
Jerome Fisher Management and Technology Program, University of Pennsylvania
B.S. The Wharton School, B.S. School of Engineering and Applied Sciences
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TESTIMONIALS
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TESTIMONIALS
What Our Clients Are Saying…
“We were impressed with the way that BPC stepped up to the challenge of facilitating a large transaction under extreme time pressure. The BPC team played the role of financial advisor, CFO and investor relations all in one. To a great extent their commitment to the deal ensured the ultimate execution. We look forward to the next transaction.”
Leslee N. Cowen, Managing Director Drawbridge Special Opportunities Fortress Investment Group
“Bryant Park Capital's advice and involvement throughout the financing and closing stages of our transaction were critical to the ultimate closing. The principals of BPC, with whom we had the pleasure to work, were wholly and completely dedicated to the task at hand and through their diligence, their experience, their determination and their tireless effort Enterra was able to overcome the challenges of a complex cross-border transaction in a timely and professional manner. Thank you Bryant Park Capital.”
E. Keith Conrad, President & CEO Enterra Energy Trust
“The BPC deal team was thoroughly prepared and knowledgeable about their client and the industry in general which greatly facilitated JLL’s due diligence process in an industry with many complex operational, financial, regulatory and accounting issues. In addition to introducing us to the opportunity, as JG Wentworth’s financial advisors, BPC was responsive, professional and forthright throughout the sale process. JLL would not have been able to successfully complete the transaction without the involvement of BPC. We look forward to working with them on other assignments in the future.”
Frank Rodriguez, Managing Director JLL Partners
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TESTIMONIALS
What Our Clients Are Saying…
“BPC has been an exceptional partner for us, not just in service and analytical skills, but in providing real business advice that comes from actual operational experience in addition to their banking experience.”
Frank A. Martin, Chairman, I-Trax, Inc.
“Bryant Park Capital added real value throughout this process. They prepared the Comshare management team and helped us refine our message. Bryant Park Capital created competition and provided access to decision makers of prospective buyers. They were effective at negotiating and gave our management team the ability to run the business while leaving the M&A process to proceed in parallel.”
Dennis Ganster, Chief Executive Officer and Chairman of Comshare
"It's hard to imagine that we could have engaged a more qualified company than Bryant Park Capital to advise and guide us through this transaction. This was a very intense process. The Bryant Park team performed at the highest level and with an allegiance to integrity. They nailed every demanding deadline with quality deliverables that gave us confidence that our commitment to maximizing shareholder value was being met."
Kathleen Brush, Chief Executive Officer of Rogue Wave Software
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TESTIMONIALS
What Our Clients Are Saying…
“When our North American Steel Division had to dispose of a minority interest in a publicly quoted company in a very short period of time, I had no hesitation in recommending Bryant Park Capital. BPC previously had advised Sumitomo on the successful sale of a troublesome subsidiary in a completely different sector and, I am glad to say, they did an equally good job of arranging for our steel division to sell its entire shareholding via a "block trade" in the public markets within the time and pricing constraints imposed by our year end deadline.”
Takahiro Izuta, General Manager Investment Development Dept., Sumitomo Corporation
"As entrepreneurs, we are involved in a wide variety of businesses. Bryant Park has made the effort to familiarize themselves with our interests and, on their own, they have brought us many strategic opportunities. Introducing us to RCG on their own initiative is another example of the type of outstanding value-added service we have received from Bryant Park."
William A. Goldstein Chairman, 1-800-CheapSeats
“Despite a number of unexpected challenges, Bryant Park Capital accomplished their assignment with proficiency, professionalism and integrity. BPC gave us the senior level focus and attention we needed to successfully complete our deal."
Chris Davis, Chairman of the Board, Tangram Enterprise Solutions, Inc. and Managing Director and CFO, Safeguard Scientifics, Inc.
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TESTIMONIALS
What Our Clients Are Saying…
“Bryant Park did a terrific job in pulling together all of the pieces of a complex transaction to enable us to raise the financing for our acquisition of OneTravel. We were on such a short deadline that without BPC's involvement, creativity and commitment to the process, we would have not been able to take advantage of this great acquisition opportunity.”
Marc Bercoon, President, OneTravel Holdings
“When we engaged Bryant Park Capital, we thought we had retained a group to help us secure financing for this transaction. To our surprise, what we got was a very sophisticated and creative partner and advocate that opened our eyes to a full breadth of industry specific knowledge that greatly improved our negotiating position on many key points. Bryant Park also had the depth in personnel to support us in every moving facet of our transaction every step of the way. We had a great experience with Bryant Park and value our relationship with their staff very much. We look forward to working with Bryant Park on future transactions and as a consultant with some of our portfolio companies.”
William A. Goldstein,, Chairman of LA Digital Post and Managing Member of LADP, LLC
“We worked closely with Bryant Park Capital and a senior executive to find investment opportunities in the office products arena. Bryant Park not only identified the senior executive but also added real value through the process by bringing a number of credible opportunities to us and providing real objective advice. Centre Partners appreciated Bryant Park Capital's persistence and diligence throughout this process and looks forward to working with them on new projects.”
Bruce Pollack, Managing Director, Centre Partners Management LLC